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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

At its core, Process Shepherd's decision tree and agent scripting features provide agents with systematic, step-by-step guidance through complex workflows, with the added capabilities of integration with external services such as CRM or helpdesk systems. The main goal of this platform is to enhance workflows, fortify compliance, and boost efficiency across contact centers and help desks. Process Shepherd unfolds workflows into a sequence of steps or questions, navigated one step at a time by agents. This method of partitioned guidance eases the intricacy of managing complex tasks, reducing both the training duration for newcomers and the average time needed for each interaction. Reduce Agent Onboarding Time by 80% Trim Ramp Time by 40% Decrease Average Handling by 30%

Description

Capture your screen to produce detailed instructional videos that can be easily pinned to any website or software utilized by your team. Record a concise video of your screen while crafting your step-by-step instructions, allowing you to add written notes and edit specific steps without needing to create an entirely new video or link. You can attach your VidGuide to any online platform your team employs or form groups to share it effectively with your colleagues. Say goodbye to the tedious task of writing out instructions; instead, speed up the creation of your guides with the help of video. Provide your team with memorable guidance tailored to their preferred learning styles. Quickly generate visual instructions that demonstrate how to accomplish tasks efficiently. Transform your recordings into structured step-by-step guides and enhance them with supplementary notes. Utilizing our Flightpath technology, you can pin a VidGuide to any software or website your team relies on, and track who has viewed your VidGuides to ensure everyone comprehends the instructions provided. This innovative approach not only streamlines the training process but also fosters better communication within your team.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aircall Yes 
Freshdesk Yes 
Genesys Cloud CX Yes 
Salesforce Yes 
Zendesk Yes 
Zoho CRM Yes 

Integrations

Aircall No 
Freshdesk No 
Genesys Cloud CX No 
Salesforce No 
Zendesk No 
Zoho CRM No 

Pricing Details

$20
Free Trial Yes 
Free Version Yes 

Pricing Details

$89 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Process Shepherd

Founded

2022

Country

United States

Website

www.processshepherd.com

Vendor Details

Company Name

VidGuide

Country

Canada

Website

www.vidguide.com

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Mobile Learning

Academic / Education No 
Asynchronous Learning No 
Blended Learning No 
Built-In Course Authoring No 
Certification Management No 
Content Management No 
Corporate / Business No 
Employee Training No 
Engagement Monitoring No 
Gamification No 
Media Management No 
Skills Tracking No 
Social Learning No 
Student Portal No 
Synchronous Learning No 
Testing / Assessments No 
Training Companies No 
Video Conferencing No 
Virtual Classroom No 
eCommerce No 

Onboarding

Course Management No 
Document Management No 
E-Verify / I-9 Forms No 
Electronic Forms No 
Electronic Signature No 
Employee Handbook No 
Employee Portal No 
File Management No 
Job Description Management No 
Orientation Management No 
Self Service Portal No 
Task Management No 
Tax Forms No 
Training Management No 

Productivity

Collaboration No 
Database Creation No 
Document Creation No 
File Sharing No 
Notes Management No 
Office Suite No 
Presentation Tools No 
Project Management No 
Task Management No 
Team Chat No 

Training

Academic / Education No 
Asynchronous Learning No 
Blended Learning No 
Built-In Course Authoring No 
Built-in LMS No 
Certification Management No 
Corporate / Business No 
Learner Portal No 
Mobile Learning No 
Simulation No 
Synchronous Learning No 
Training Companies No 
eCommerce No 

Video Making

Animation No 
Collaboration Tools No 
Customizable Branding No 
Drag & Drop No 
Media Library No 
Privacy Options No 
Social Sharing No 
Templates No 
Text Overlay No 
Text to Video No 
Video Capture No 
Voice-Over No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

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